Free for the core RIA experience.
Registered advisory firms use the core at no charge. Everyone who works with RIAs gets the record free with an account. Buyers and vendors will pay for access to firms that chose to be found, when those tools ship, and we publish prices then, not before.
What’s free
The core RIA experience, and the record for everyone who works with RIAs.
I run an RIA
- Look up your firm and claim it
- A benchmark score against firms like yours, the RIA Ascent Score
- What your firm is worth, as a range with a confidence level
- What is holding the score and the value back
- A fix list, with what each step is worth
- What your firm runs on
- Where you are heading
I work with RIAs
- Every registered firm and the people in it
- Owners, service providers and funds, linked in both directions
- Fee schedules from the firms’ own brochures
- Filings and registration history back to 2000
- The catalog of wealthtech products, in public beta
I buy or invest in RIAs
- The free screener, with any account
What comes later
Paid tools for buyers and vendors, announced with pricing when they ship:
- Matching firms with vendors and partners
- Matching buyers with firms, by flat subscription with no success fee
- Vendor listings and introductions
- Aggregate analytics, export and programmatic access
The core stays free for RIAs.
How pricing works
You start with the full core and add paid tools only if you choose to. No dollar figures until a plan ships. When paid add-ons launch, each is announced with clear pricing, and you choose what, if anything, to add.
Your firm’s record is already public; you shouldn’t have to pay to know what your firm is worth. The harder problem is fit, finding the partners actually suited to your goals, and if you choose to share insight into your firm, we will use it to propose the ones that fit best. Those firms already spend heavily to reach you; we make that efficient and take a subscription fee, with no success fee and no bias toward any vendor.
RIA Ascent facilitates; it does not execute. Not legal, financial or tax advice; not a broker-dealer; no funds or escrow.
Know what your firm is worth.
Work with RIAs, or buy or invest in them? See the partner pages →